ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 1,016 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.41 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,523,493 | +103.7% | 17,395 | +92.9% | 0.21% | +134.8% |
| Q2 2022 | $1,239,000 | -16.4% | 9,016 | -5.3% | 0.09% | +1.1% |
| Q1 2022 | $1,482,000 | +23.3% | 9,518 | +15.1% | 0.09% | -6.4% |
| Q3 2021 | $1,202,000 | +66.3% | 8,267 | +46.4% | 0.09% | -51.5% |
| Q4 2020 | $723,000 | -74.8% | 5,645 | -86.9% | 0.19% | -15.7% |
| Q4 2012 | $2,871,000 | +0.9% | 43,250 | 0.0% | 0.23% | +4.1% |
| Q3 2012 | $2,845,000 | +5.6% | 43,250 | 0.0% | 0.22% | +1.4% |
| Q2 2012 | $2,694,000 | -14.9% | 43,250 | -11.3% | 0.22% | -11.7% |
| Q1 2012 | $3,165,000 | -29.6% | 48,750 | -37.3% | 0.25% | -37.3% |
| Q4 2011 | $4,496,000 | +60.7% | 77,750 | +43.3% | 0.39% | +194.0% |
| Q3 2011 | $2,798,000 | +32.7% | 54,250 | +59.6% | 0.13% | +36.7% |
| Q2 2011 | $2,108,000 | -24.3% | 34,000 | -22.7% | 0.10% | -56.4% |
| Q1 2011 | $2,786,000 | – | 44,000 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HOME FEDERAL BANK OF TENNESSEE | 505,763 | $58,956,000 | 26.95% |
| Townsend & Associates, Inc | 196,584 | $23,278,000 | 17.76% |
| AMARILLO NATIONAL BANK | 355,923 | $41,490,000 | 16.60% |
| Regal Wealth Group, Inc. | 154,176 | $17,972,000 | 12.47% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 137,509 | $16,029,000 | 12.06% |
| Salomon & Ludwin, LLC | 452,530 | $52,751,000 | 10.66% |
| FINANCIAL LIFE ADVISORS | 111,734 | $13,025,000 | 8.63% |
| LVZ, Inc. | 339,679 | $35,956,000 | 8.15% |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | 86,608 | $10,092,000 | 7.51% |
| PHH Investments, Ltd. | 220,038 | $25,650,000 | 7.32% |